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ALZHEIMER'S PLANNING CHECKLIST Read the WARNING! first. ALZHEIMER'S PLANNING CHECKLIST
1.	Make sure patient has received comprehensive medical examination to rule out any treatable disease as cause of problems.
2.	Prepare comprehensive list of all assets owned by patient and spouse.
3.	Gather together and organize financial documents:
	a.	Bank accounts owned by patient.
	b.	Mutual funds owned by patient.
	c.	Brokerage accounts owned by patient.
	d.	Certificates of deposit in patient's name.
	e.	Stock certificates registered in patient's name.
	f.	Any promissory notes under which patient is entitled to receive payment.
	g.	Titles to motor vehicles and/or mobile homes that are listed in patient's name.
	h.	Deeds to real property owned by patient.
	i.	Any appraisals of jewelry or other valuable personal property owned by patient.
4.	Schedule appointment with Attorney to prepare powers of attorney and Wills.
5.	Prepare durable power of attorney for patient and spouse.
6.	Prepare medical power of attorney for patient and spouse.
7.	Prepare Living Will for patient and spouse.
8.	Prepare Last Will and Testament for patient and spouse.
9.	Schedule appointment with insurance agent to determine whether changes in insurance are desirable.
10.	Review and consider insurance coverage for:
	(1)	Life insurance.
	(2)	Health insurance.
	(3)	Long term care insurance.
	(4)	Homeowner's insurance.
	(5)	"Umbrella" insurance.
11.	Consider whether qualification for Arizona Health Care Cost Containment System ("AHCCCS") is desirable.
12.	Consider whether qualification for Arizona Long Term Care System ("ALTCS") is desirable.
13.	Determine how to best protect patient from exposure to predators.
14.	Make contingency plans so primary care giver obtains respite and to provide for secondary/alternative care giver.
15.	Consult attorney to determine whether asset protection planning and/or exemption planning are advisable.

ALZHEIMER'S PLANNING CHECKLIST

ALZHEIMER'S PLANNING CHECKLIST